06 Sep
|
Coast Capital
|
Edmonton
06 Sep
Coast Capital
Edmonton
Elevate your career as a Member Advice Specialist with Coast Capital in Westshore. This position requires a focus on exceptional customer service and proactive financial advising.
The Member Advice Specialist role involves assisting clients with their banking needs, selling investment products, and ensuring a positive customer experience. Ideal candidates will have a background in banking, with a strong emphasis on relationship building and innovative problem-solving to meet member needs.
Key Responsibilities: • Deliver high-quality customer service in personal banking • Conduct engaging financial discussions with clients • Ensure compliance with all banking regulations • Identify and pursue sales opportunities with customers • Collaborate effectively with branch staff to support team goals
Requirements: • Must have a Certificate in Investment Funds in Canada • Minimum three years’ experience in a bank or credit union • Basic addition and subtraction skills necessary • Solid interpersonal skills for relationship building • Ability to manage multiple priorities effectively
Make a difference in members' lives by bringing your financial expertise to Coast Capital's Westshore branch. #J-18808-Ljbffr
📌 Coast Capital Member Advice Specialist (Edmonton)
🏢 Coast Capital
📍 Edmonton